WMR
Wealth Management Resources’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
91,365
+10,326
| +13% | +$440K | 1.33% | 17 |
|
|
2025
Q1 | $3.3M | Buy |
81,039
+3,341
| +4% | +$136K | 1.2% | 18 |
|
|
2024
Q4 | $3.49M | Buy |
77,698
+48,879
| +170% | +$2.2M | 1.29% | 18 |
|
|
2024
Q3 | $1.31M | Buy |
28,819
+508
| +2% | +$23.1K | 0.53% | 25 |
|
|
2024
Q2 | $1.18M | Sell |
28,311
-194
| -0.7% | -$8.06K | 0.51% | 24 |
|
|
2024
Q1 | $1.23M | Buy |
28,505
+3,921
| +16% | +$169K | 0.53% | 28 |
|
|
2023
Q4 | $1.04M | Buy |
24,584
+6,692
| +37% | +$282K | 0.49% | 28 |
|
|
2023
Q3 | $660K | Buy |
17,892
+169
| +1% | +$6.24K | 0.32% | 32 |
|
|
2023
Q2 | $688K | Buy |
17,723
+1,767
| +11% | +$68.6K | 0.4% | 29 |
|
|
2023
Q1 | $603K | Buy |
15,956
+12
| +0.1% | +$453 | 0.37% | 28 |
|
|
2022
Q4 | $589K | Buy |
15,944
+63
| +0.4% | +$2.33K | 0.38% | 30 |
|
|
2022
Q3 | $540K | Sell |
15,881
-56
| -0.4% | -$1.9K | 0.36% | 30 |
|
|
2022
Q2 | $573K | Buy |
15,937
+130
| +0.8% | +$4.67K | 0.35% | 29 |
|
|
2022
Q1 | $665K | Buy |
15,807
+93
| +0.6% | +$3.91K | 0.46% | 28 |
|
|
2021
Q4 | $702K | Buy |
+15,714
| New | +$702K | 0.45% | 29 |
|